FB

Fulton Bank Portfolio holdings

AUM $2.71B
1-Year Est. Return 9.82%
This Quarter Est. Return
1 Year Est. Return
+9.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.22B
AUM Growth
+$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.49M
3
+$1.39M
4
KVUE icon
Kenvue
KVUE
+$1.32M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.08M

Top Sells

1
+$7.07M
2
+$1.15M
3
+$1.13M
4
INTC icon
Intel
INTC
+$845K
5
NVDA icon
NVIDIA
NVDA
+$699K

Sector Composition

1 Technology 10.07%
2 Financials 5.89%
3 Healthcare 4.65%
4 Consumer Discretionary 4.1%
5 Industrials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$756K 0.03%
2,526
-83
227
$751K 0.03%
2,227
-43
228
$748K 0.03%
9,550
+370
229
$738K 0.03%
9,177
+303
230
$737K 0.03%
3,270
+1,124
231
$737K 0.03%
11,901
+5,395
232
$735K 0.03%
3,108
+193
233
$733K 0.03%
1,664
+44
234
$732K 0.03%
21,990
+843
235
$727K 0.03%
7,009
-144
236
$724K 0.03%
2,650
+3
237
$719K 0.03%
+14,189
238
$714K 0.03%
1,386
-21
239
$706K 0.03%
13,732
+1,369
240
$698K 0.03%
5,455
+1,007
241
$687K 0.03%
5,409
+93
242
$680K 0.03%
2,786
+24
243
$677K 0.03%
262
-40
244
$674K 0.03%
3,122
-34
245
$673K 0.03%
3,436
+666
246
$668K 0.03%
4,168
+185
247
$666K 0.03%
5,685
-745
248
$664K 0.03%
2,919
-298
249
$663K 0.03%
5,568
-41
250
$663K 0.03%
9,120
+215
8 9
10
11 12